Practical analysis for investment professionals

CFA Institute Financial Analysts Seminar

62nd Financial Analysts Seminar

The 62nd Annual Financial Analysts Seminar was held 24–27 July 2017 at the University of Chicago’s Gleacher Center. Internationally recognized as one of the most comprehensive continuing professional development programs for global investors, the event offers engaging lectures, small classroom discussions, and interactive case studies on a wide range of timely investment topics.


Finance: How It Made Civilization Possible

What is finance, where does it come from, and why does it matter? William N. Goetzmann addressed these questions in his presentation at the CFA Institute: 62nd Financial Analysts Seminar, leading participants on a tour through financial history.

Top Five Articles from August: The Market in Wartime, Sam Zell, Fund Names

Leading posts from August include Preston McSwain's call for more honest and accurate fee disclosures and performance reporting; an examination of Sam Zell's take on the economy by Julie Hammond, CFA; tips on how to ace job interviews by Julia VanDeren; Will Ortel's exploration of what's in a hedge fund name; and an analysis of capital markets during times of war by Mark Armbruster, CFA.

Russell Napier, ASIP: 21 Lessons from History

The astute investor appreciates both knowledge and thought by embracing the lessons of history, and financial market historian Russell Napier, ASIP, has studied those lessons extensively.

Sam Zell on Global Growth: “Where’s the Demand?”

The first question Sam Zell asks when someone offers up an investment opportunity is “Where’s the demand?"

Resolving ESG Conflicts: Important, But Not Material?

Environmental, social, and governance (ESG) issues are important, but are all of them material? California State Teachers Retirement System (CalSTRS) CIO Christopher J. Ailman discusses how he resolves investment conflicts.

What Explains the Oil Crash? Not Reduced Demand

“What drives long-term energy demand growth? People and income,” Jennifer Stevenson explained.

Value Stock Picking: Finding “Horses with Legs”

Leah Zell, CFA, discusses her firm's approach to fundamental analysis and why identifying companies with good governance is imperative for managing risks.

Edward Altman: The Benign Credit Cycle Is in Extra Innings

Edward Altman says the benign credit cycle is in “extra innings,” but the metaphorical relief pitchers — central bankers — are running out of gas. Though most indicators point towards the end of the benign cycle, Altman cannot predict when the stress cycle will begin.

Theory to Practice: Siegel and Waring on Retirement Spending Rules

Laurence B. Siegel and M. Barton Waring devised a way to balance an investor’s portfolio concerns by adopting a personal annuity structure, created by relating an asset portfolio’s value to a stream of annual spending over a term related to the remaining lifespan of the investor.

Hedge Fund Fees: The Rorschach Test of Investing

Could a different approach to investment benchmarking change the discussions about hedge fund management fees?



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